LERIX Mutual Fund

LERIX Mutual Fund

NAV$8.84
See how much of LERIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.28%
3 Months
-1.95%
6 Months
+4.01%
YTD
+3.18%
1 Year
+5.14%
3 Years (annualized)
+10.05%
5 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LERIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+7.09%
vs Peers
-3.90%

LERIX Mutual Fund Performance

LERIX performance across multiple time periods: 1-month -2.28%, YTD 3.18%, 1-year 5.14%, 3-year 10.05%, 5-year 4.16%.

LERIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

LERIX vs another fund shows side-by-side returns. LERIX alternatives are available in the Mutual Fund Screener.